Tools/Investor Education

Aquila firmly believes in the value of having well-informed investors. We go to great lengths to provide our shareholders with simple, easy-to-read explanations of sometimes complex investing concepts. Provided below are several links which may aid you in your overall understanding of investing. We plan to expand this area on an ongoing basis, so please check back periodically.

Information Regarding Cost Basis Reporting

Yield Calculations


Financial Calculators
Easy-to-use investment and retirement calculators

Aquila Glossary
Definitions of common investing terms

Aquila "Thoughts For The Month"
Brief discussions of items of general interest to investors

Investment Company Institute's "Funding Your Future"
A site designed to increase awareness of the need to improve personal savings in America and to encourage support, among opinion leaders and investors, for measures that would help you and other Americans save more.

The Bond Market Association
Bond basics in "plain English"

The Investment Company Institute Education Foundation
Spanish/English webcourse designed to benefit anyone who wants to learn
or review the basic principles of investing. Those who complete all 10 lessons
can print a certificate of completion.

Understanding Performance Ads*
An investor's guide to reading mutual fund performance ads

*(In order to view this document, you must have Adobe Acrobat Reader.
To download this program, free of charge, please visit http://www.adobe.com/products/acrobat/readstep.html.)


 
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